Creare definizioni per mappare campi specifici di un documento ai campi corrispondenti di un record Salesforce. Queste definizioni definiscono i criteri per il confronto AI.
| Disponibile nelle versioni: Lightning Experience. |
| Disponibile in: Enterprise Edition e Unlimited Edition con Financial Services Cloud abilitato. |
| Autorizzazioni utente necessarie | |
|---|---|
| Per impostare le definizioni di convalida dei documenti: | Financial Services Cloud Comprehensive OPPURE FSC Sales OPPURE FSC Service E Voce elenco di controllo documento E Architetto Data Cloud |
Ad esempio, per verificare la prova di identità con una patente di guida, aggiungere Richiedente per l'oggetto principale Modulo di richiesta.
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